Wealth management solutions. Jaime Bolívar Interview

Tech solutions to assist professionals and private investors. Jaime Bolívar, TechRules

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Householding: How do we add value to clients with virtual portfolio and aggregation?

What does “householding” mean? It’s a group of linked accounts, whether that is for family, generational or intergenerational reasons.   For instance, you can use family ties (my husband/wife, my children or my own accounts) to create a “Household” while investing, giving this group a more accurate representation of the client’s financial situation than individual […]

Happy Holidays from TechRules!

As 2022 winds down, we’ve been thinking about ways to show appreciation for our clients as well as opportunities to help our communities feeling the strain of this year’s epochal events. So, in the spirit of the holiday season, and in lieu of a traditional gift, we’ve decided to make a donation on behalf of […]